Position in NAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,035,016
-$12,265 QoQ
Shares Held
186,826
+4.5% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 273 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAT Over Time
Shares Held
Position Value (USD)
Derivatives in NAT
reported options exposure · as of Jun 30, 2026CallValue
$480
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Cetera Investment Advisers holds $488,710,177 across 42 Oil & Gas Midstream names. NAT ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
941,516 | $81,855,401 | |
| 2 | ENB |
Enbridge Inc
|
1,491,042 | $80,829,386 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
2,048,749 | $65,498,505 | |
| 4 | WMB |
Williams Companies, Inc.
|
818,190 | $60,824,244 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
1,137,950 | $41,831,042 | |
| 6 | ET |
Energy Transfer LP
|
2,011,589 | $38,461,581 | |
| 7 | AM |
Antero Midstream Corp
|
882,377 | $20,074,076 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
67,881 | $16,224,237 |
All Filings in NAT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,035,016 | 186,826 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $480 | 4,000 | Call | Sole | 2026-08-12 | |
| 2026-03-31 | $1,047,281 | 178,717 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $1,150 | 5,000 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $1,065,828 | 309,834 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,007,786 | 320,951 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $790,233 | 300,469 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $718,679 | 292,146 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $695,115 | 278,046 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,045,432 | 284,859 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,084,932 | 272,596 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $717,932 | 183,146 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $48,300 | 11,500 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $88,580 | 21,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $36,700 | 10,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $39,600 | 10,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $40,698 | 13,300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $35,778 | 13,400 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $17,366 | 10,276 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $40,322 | 15,751 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $61,503 | 18,751 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $53,218 | 16,375 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||